SUN LIFE FINANCIAL ADVISOR

Sun Life Financial; Windsor; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join Sun Life as a Financial Advisor to help individuals and families achieve financial security through expert guidance and personalized financial plans. This career offers unlimited earning potential and the flexibility to manage your schedule while making an impact in your community. If you enjoy building relationships and are motivated, let's talk!

Benefits

Unlimited earning potential

Monthly bonuses for financial stability

Hands-on local support

Recognition programs and incentives

Leading-edge technology provided

Qualifications

• Engage and maintain relationships with clients.
• History of achievement in various fields.
• Continuous learner with an interest in helping others.

Responsibilities

• Prepare strategies to connect with new clients.
• Review clients' financial situations and future goals.
• Recommend suitable insurance and investment products.

Skills

Communication

Motivational Skills

Relationship Building

Self-motivation

Goal-oriented

Education

College / University degree

Job description

SUN LIFE FINANCIAL ADVISOR

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.

People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your resume. It’s about who you are as a person.

• Are you someone who loves talking to people and comfortable providing advice?
• Are you disciplined and motivated?
• Do you value your independence?
• Do you love learning and developing new skills?

If this sounds like you, let’s talk!

What’s in it for you?

• Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
• Earn while you learn” monthly bonuses to provide financial stability as you develop your skills in a new career.
• A purpose-driven career helping people in your community become more financially secure.
• The independence and flexibility to build your work around the important things in your life.
• Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
• A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
• Leading-edge technology so you can do business easily anytime, anywhere.
• A culture that celebrates excellence and inclusivity.

What does a financial advisor do?

Here are some of the more common activities performed by successful financial advisors :

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review their current financial state and gather information about their future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with this financial roadmap.
• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
• On-going training and professional development to remain current with industry changes.
• Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner – CFP).
• Stay connected within their community through ongoing networking activities, marketing, and referrals.

The person we are looking for :

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self-motivated.
• Is goal-oriented with a strong work ethic.
• Is a continuous learner with a deep interest in helping others.
• Has a College / University degree and some professional experience.

Assets (optional) :

• Demonstrated ability to motivate others to action.
• LLQP and / or Mutual Fund license or course / exam completion.

Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.